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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Rolla Coasta who wrote (65915)9/6/2010 6:52:19 PM
From: TobagoJack  Read Replies (1) | Respond to of 217679
 
am bullish on hk industrial real estate, especially now that i have 100% cushion of value gain. sure glad i paid no attention to andy xie and his ilk.

am doing reno plan for my new place, 3000 sft, with garden, engaged with free of charge, complete with banana plants, mango, lime and papaya trees, duplex, and indonesian-style gazebo. it is free except for reno cost, just across the street from where i now am.

the worst i can do is to reno the place, rent it out for a bomb, and move to the repulse bay hotel and live expense-free.

so, yes, bullish gold, hk, and hk industrial real estate.

you?



To: Rolla Coasta who wrote (65915)10/9/2010 9:50:45 PM
From: TobagoJack  Respond to of 217679
 
<<Are you going to stick with Andy Xie's view on HK real estate value about to get cut in half and mainland rescue wishful thinking ?>>

in a word, no

Message 26877719



To: Rolla Coasta who wrote (65915)2/27/2011 6:29:36 PM
From: TobagoJack  Respond to of 217679
 
hello rolla coasta, where be you these days?

i find myself in fortunate position of having steadfastly refused to agree with your micro view on hk real estate, especially the industrial properties i championed and the ocean frontage units you poopoo-ed, and so vociferously too.

hong kong was never about micro. hong kong had always been macro squared.

the good news is that those industrial lofts which the gold citadel club led by yours truly bought at between hkd 900-1750 psf within the past 36 months are now at ask by others in neighborhood at hkd 4000 psf and transacting at 3500 per same square feet. some kind of wonderful, and still so inexpensive relative to 5-minutes nearby ocean front residences selling at 40,000 psf.

frankly, i think the 40k psf is also a bargain, considering the true nature of hong kong rock, politically stable, economically dynamic, socially flexible, infused with true freedom and genuine meritocracy, and soaked in diligence, education, thrift, and family value.

is chinese communism not fantastic when intersecting american capitalism?

if you are still in hong kong, i hope you managed to position yourself correctly by following my lead, because the 'bubble' has not even started yet given the truth that hk real estate is trailing gold by a small decimal, meaning the future is attractive.

macro speaking: all the tyranny that must be applied in oecd to paper over a biblical mess shall merge with all the sustained dynamism of once-in-600-years systemic reset in china and reversion to the 35% global gdp mean should combine to do wonders to little hong kong, at the focal point of all the shine, heated white hot.

;0)

cheers, tj